+1,157.2%
URI vs BLDR
+359.8%
+797.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.9% | +5.4% | +2.9% |
| 7D | +2.5% | -0.3% | +2.9% | +2.6% |
| 30D | -12.5% | -16.2% | +3.7% | -5.0% |
| 3M | -6.2% | -14.4% | +8.2% | -0.7% |
| 6M | +25.9% | -32.8% | +58.7% | +48.6% |
| YTD | +26.2% | -39.2% | +65.4% | +55.7% |
| 1Y | +5.5% | -57.7% | +63.2% | +54.8% |
| 3Y | +125.0% | -55.3% | +180.2% | +200.8% |
| 5Y | +210.4% | +15.6% | +194.8% | +137.9% |
| 10Y | +1,157.2% | +359.8% | +797.4% | +376.7% |
| All | +1,157.2% | +359.8% | +797.4% | +376.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded BLDR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling